National Pension Service Adds $10M in Honeywell International Inc. ($HON)
The fund added 20,770 shares, raising its Honeywell holdings to 1,459,138 shares as of its latest SEC filing.
Key Points
- National Pension Service added 20,770 shares of Honeywell, boosting its holdings by 1.4% to 1,459,138 shares, valued at $677.7 million.
- Honeywell shares traded around $464.42 on Monday, with a market cap of $147.1 billion and a P/E ratio of 18.52.
- RBC Capital reiterated its buy rating for Honeywell with a $275 target, while Bernstein initiated coverage with a hold rating and a $233 target.
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National Pension Service increased its investment in Honeywell International Inc. (NasdaqGS: HON) as reflected in its latest SEC filing. The fund added 20,770 shares, boosting its stake by 1.4% to a total of 1,459,138 shares. The value of this position is approximately $677.7 million.
National Pension Service vs. the S&P 500
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What Changed in National Pension Service's Honeywell Position
National Pension Service expanded its stake in Honeywell by 1.4%, adding 20,770 shares to hold a total of 1,459,138 shares. The reported value of these holdings stands at about $677.7 million as of the filing period.
Other Institutional Activity in Honeywell
Several other institutional investors also adjusted their Honeywell positions. BlackRock, Inc. reduced its holdings by 3,774,610 shares, now holding 48,831,876 shares valued at approximately $11.04 billion. Vanguard Capital Management LLC opened a new position with 41,280,753 shares worth about $9.33 billion. State Street Corp made a slight increase of 49,723 shares, bringing its total to 31,726,805 shares valued at $7.17 billion. Meanwhile, Wellington Management Group LLP increased its stake by 3,833,636 shares, ending with 16,635,316 shares valued at $3.76 billion.
Honeywell International Inc. Stock Up 113.6%
Shares of Honeywell International Inc. traded near $464.42 on Monday. The company has a market capitalization of approximately $147.1 billion, with a P/E ratio of 18.52 and a forward P/E of 20.29. Honeywell's beta is 0.843, indicating relatively low volatility. The stock's 52-week range is between $226.29 and $496.36. It has a 50-day moving average of $442.51 and a 200-day moving average of $429.45.
$HON stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
Honeywell reported revenue of $37.66 billion, reflecting a growth of 2.4%. The company achieved an EPS of $12.54, with a net margin of 10.89% and a return on equity of 24.26%. The next earnings report is expected on July 23, 2026.
Dividend
Honeywell pays an annual dividend of $9.52 per share, yielding 2.05%. The company's dividend payout ratio is 74.12%.
Insider Buying and Selling at Honeywell International Inc.
On June 1, 2026, CEO Vimal Kapur purchased 1,997 shares and sold 868 shares. Jillian Evanko bought 150 shares at an average price of $234.99 and acquired an additional 540 shares. Craig Arnold bought 576 shares on May 22, 2026.
Analysts Set New Price Targets
On June 12, 2026, RBC Capital reiterated its buy rating for Honeywell, setting a price target of $275. Bernstein initiated coverage on June 10, 2026, with a hold rating and a $233 target. Barclays maintained its buy rating with a $239 target on the same day. Goldman Sachs also maintained its buy rating with a target of $276 on June 3, 2026.
About Honeywell International
Honeywell International Inc., headquartered in Charlotte, North Carolina, operates in the industrial sector, focusing on aerospace technologies, industrial automation, building automation, and energy solutions. Led by CEO Vimal M. Kapur, the company employs around 101,000 people. Honeywell provides a wide range of products and services, including aircraft components, industrial control systems, building management solutions, and energy technology.
Bottom Line
National Pension Service's recent addition to its Honeywell holdings signals continued interest in the industrial conglomerate. Investors watch these 13F filings to gauge institutional confidence, though they reflect past positions. Honeywell's solid market presence and analyst ratings keep it in focus for many market participants.
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